Services
Cohen + Associates, LLC offers a wide range of tax, accounting & assurance and advisory services to help you improve business operations, boost efficiency, and increase the bottom line.
Accounting & Assurance
Accurate, reliable audits—whether of financial statements, employee benefit plans or service organization controls—are a central part of business integrity, affecting the availability of capital, the quality of internal decision making and the confidence of business partners and investors. Cohen + Associates, LLC's accounting and assurance professionals are dedicated to providing clients with the responsive service and seasoned experience their businesses demand.
Cohen + Associates, LLC maintains a practice dedicated to the specific needs of small, medium, and large entrepreneurial businesses, including sole proprietors, S-corporations, C-corporations, limited liability corporations, partnerships, and not-for-profit organizations.
Cohen + Associates, LLC knows that a successful audit engagement requires more than technical expertise and a scrupulous following of regulations and best practices. To help ensure that this integrated teamwork is part of every Cohen + Associates, LLC audit engagement, each assignment has four components: Planning, Fieldwork, Review and reporting, and communication.
Our Audit and Assurance Practice adheres not only to generally accepted accounting principles (GAAP) and generally accepted auditing standards (GAAS), but to our own rigorous internal guidelines regarding preparation methods, data-handling and delivery. In addition to continuous training in audit, accounting, governance and compliance issues, we are also actively involved in the rule-making process.
Our firm provides full-charge bookkeeping services, including general journal and subsidiary ledger maintenance, bank statement reconciliation, and receivables and payables tracking and analysis.
For more than 30 years, Cohen + Associates, LLC has provided an array of tax, consulting and audit services for nonprofits both locally and nationally. Each nonprofit our staff works with receives individualized attention tailored to the needs of the organization. Our nonprofit clients can expect continued communication from our staff both during and outside of tax season as we check on any changes within the organization’s mission, structure and staffing. Clients are welcome to contact our staff year round with questions or issues that arise.
Our nonprofit clients include foundations, cultural and performing arts associations, community preservation groups, and affordable housing organizations. No matter the organization or its unique needs, Cohen + Associates, LLC staff stays on top of the latest regulations affecting nonprofits.
At Cohen + Associates, LLC, we focus on the tax and audit requirements so our nonprofit clients can continue their important work in the community.
Tax
A well-planned tax strategy can be a powerful force in helping companies meet their financial and operational objectives. But changing regulations, new incentives and evolving standards for compliance make optimal tax planning difficult Cohen + Associates, LLC's tax specialists spend every day tracking the changing tax landscape to provide forward thinking advice that helps our clients respond to achieve their goals
At Cohen + Associates, LLC we help our clients develop optimal financial and business strategies, anticipate problems and seize opportunities and assist with timely guidance on tax compliance and preparation.
Cohen + Associates, LLC provides state and local tax planning, international transfer pricing studies, cost segregation studies, LIFO studies, research and development credit studies, trust and estate planning and administration, accounting procedure and methods review, like-kind exchange planning, and ASC 740 and ASC 740-10 compliance.
Our international tax accountants provide experienced consulting to multinational companies as well as well as support to law firm clients that require international taxation knowledge.
Cohen + Associates, LLC offers thorough Private Tax services to our clients.
Whether a family chooses to oversee the management of its wealth and philanthropic goals by itself or through the establishment of a formal family office, Cohen + Associates, LLC provides a range of services based on objective, third-party perspectives and knowledge.
Strategic tax planning works to align tax regulations and obligations as closely as possible with a business’s strategic vision.
Cohen + Associates, LLC can help your organization take advantage of available tax credit programs. Our tax credit advisors have extensive experience in assessing our clients’ tax strategies, identifying the relevant tax credit opportunities and helping them apply for and implement these credits to enhance the financial rewards of their projects.
At Cohen + Associates, LLC we have professionals who can provide industry-specific expertise in a number of specialized tax areas that can make a considerable difference to the bottom line.
Cohen + Associates, LLC Trust & Estates services includes the design, implementation, and ongoing administration of individualized plans aimed at minimizing the impact of gift, estate, and generation-skipping taxes.
Advisory
In both times of rapid growth and of crisis, organizations face a myriad of issues relative to their strategic objectives. Whether the organization is public, private, not-for-profit or governmental, it may require specialized resources for a long-term project or highly focused expertise in addressing a complex issue. Cohen + Associates, LLC offers a team of professionals who are dedicated to helping organizations address many different challenges resulting from growth, economic issues, opportunities or crises. We work side-by-side with your team to identify and implement effective solutions to help your organization optimize profitability and growth, improve workflow and performance, manage risk and compliance or respond to a natural or man-made disaster. We also provide specialized services in areas such as forensic accounting, litigation support, valuation and transactional advisory.
Cohen + Associates, LLC has the resources to act quickly to assess a situation and recommend a course of action in out of court restructurings and formal bankruptcy proceedings.
Cohen + Associates, LLC has extensive knowledge of all aspects of financial planning, investment management, and risk management. We can assist you with your Financial Planning and Investment Planning and Management.
Cohen + Associates, LLC is an experienced provider of audit, compliance, program and project management support to federal, state, and local governments. Our services includ audit, accounting, financial management, compliance and monitoring, and program and project management.
Cohen + Associates, LLC provides boards of directors and senior management of public, private and not for profit organizations with the experience, objectivity and resources they need to meet their governance, risk and compliance responsibilities
Cohen + Associates, LLC’s Management and Technology Consulting practice helps CEOs, CFOs and other decision makers across a range of industries maximize profits, strengthen balance sheets and manage resources to weather storms and seize opportunities.
Cohen + Associates, LLC Advisory Practice has extensive experience helping companies successfully close deals and provides buyers and sellers with the intelligence to make informed risk/reward decisions.
We provide a full range of valuation services for tax purposes including estate, gift and income taxes including charitable contributions, transfer pricing and net operating loss limitations.
Cohen + Associates LLC offers a wide range of audit, tax and accounting solutions so that we can respond to our clients’ ever-changing needs, however, we also have a number of affiliated companies that allow us to serve our clients beyond what Cohen + Associates can provide.